Client Services Specialist in Bainbridge Island, WA We are a boutique tax and estate planning law firm seeking a client service/specialist to join our team in Bainbridge Island, WA. If you are diligent, inventive, and eager to develop professionally, this could be the perfect fit for you. Our work environment is inviting, friendly, and centered around building strong connections with our colleagues and clients. We have a diverse team with varied backgrounds and interests, which we value and respect deeply. Joining us offers a chance to be part of a thriving business. This role is best suited for someone with office experience who is enthusiastic about supporting a professional team, engaging with others, and thriving in a dynamic setting. This position also presents opportunities for advancement and career growth within the firm. By taking the initiative and collaborating effectively with the team, you can expand the role's responsibilities and even surpass our performance expectations. Responsibilities: In this position, you will: • Welcome and greet our clients and others in the office with warmth, kindness, and compassion (as our “first impression”). • Receive calls from clients and others, and address needs (think “gatekeeper”), as well as help, manage to follow up. • Assist with current and new client “in-take” and tracking using “client relationship management” software and prepare related reports for management. • Assist in administrative duties as time allows. • Track the delivery of certain client work products with our customized tools. • Assist with client gifts, notes, and cards. • Provide general office assistance with filing, scanning, organizing files and records, etc. • Support our Operations Manager with various office tasks. • Track office and kitchen supplies and keep all well-stocked. • Keep the office and kitchen tidy, with general clean-up throughout the week. • Keep the conference room tidy and organized. • Assist the firm’s owner with messages and calendaring. • Assist the department team members as needed. Qualifications: Qualifications and Characteristics • A minimum of three (3) years of experience in a professional office. • Comfort with and enjoyment of client contact and helping others. • Genuine nature is friendly and warm and likes to laugh. • Excellent proficiency with Word and Excel, and other office-based software programs. • Professional demeanor with clients and co-workers. • Excellent written and interpersonal communication skills, with care for correct grammar and spelling. • Detail-oriented. • Enjoys working independently. • Cares about the quality of his or her work. • Willingness to learn about and accept changes in technology. • Proud of providing exceptional service. • Enjoys working collaboratively. • Positive, with a “can-do” attitude and a desire to be a positive influence in the office. • Dependable, accountable, reliable, and consistent with covering responsibilities. • Ability to manage the “urgency” that can arise in a professional services firm. • Prefers an office environment with the regularity of day-to-day work. Compensation: $20 - $24 hourly DOE

• In this position, you will: • Welcome and greet our clients and others in the office with warmth, kindness, and compassion (as our “first impression”). • Receive calls from clients and others, and address needs (think “gatekeeper”), as well as help, manage to follow up. • Assist with current and new client “in-take” and tracking using “client relationship management” software and prepare related reports for management. • Assist in administrative duties as time allows. • Track the delivery of certain client work products with our customized tools. • Assist with client gifts, notes, and cards. • Provide general office assistance with filing, scanning, organizing files and records, etc. • Support our Operations Manager with various office tasks. • Track office and kitchen supplies and keep all well-stocked. • Keep the office and kitchen tidy, with general clean-up throughout the week. • Keep the conference room tidy and organized. • Assist the firm’s owner with messages and calendaring. • Assist the department team members as needed.